Estate Planning

Estate planning involves the preparation and signing of Wills, a review of other assets to make sure that beneficiary designations are consistent with the estate plan, taking steps to minimize estate taxes and arranging for the appointment of guardians for minor children and trustees for testamentary or living trusts. We deal with your personal circumstances and unusual situations, including non-citizen spouses, non-traditional families, disabled children, passing a business to younger generations, and various vehicles for charitable giving and protecting pets.